Selling by month
Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.
No plan disclosedOne dollar scale for every month; the tallest bar is labeled
Pattern
What the filings show, past 12 months. Nothing here rates or predicts.
- Sold in 1 of the 13 calendar months from Oct 2025 to Oct 2026: Dec 2025.
- Largest single sale: $131K (600 shares) of Morningstar, Inc. on Dec 29, 2025. Filing
- Last sale before this period: May 16, 2025.
Roles from filings
Every company we track where this person has filed, newest filing first.
| Company | Title | First filing | Latest filing |
|---|---|---|---|
| Morningstar, Inc. (MORN) | Director | May 16, 2017 | May 19, 2026 |
| Coca-Cola Company (KO) | Director | Apr 26, 2018 | Apr 3, 2026 |
Also a director at
Recent filings
The last day with transactions, newest first, one line per trade date. Each number links to an SEC filing.
- Dec 29, 2025, Morningstar, Inc.: sold 600 shares for $131K, no plan disclosed. 1 filing: 1
This page shows only what this person reported on SEC ownership filings. See the methodology. Spotted something wrong? Report an error.